Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arnold? Claim Your ProfileArnold Beatty McDonald is an investment advisor representative with McDonald Partners LLC. Arnold has been in the industry since March 16, 2007. Arnold holds several licenses and certifications, including the Series 66, 28, 27, 53, 99TO, 79TO, SIE, and 7. Arnold has been registered with the state of Ohio since May 9, 2007, and also holds registrations in California, Florida, Indiana, Massachusetts, Michigan, New Jersey, New York, North Carolina, South Carolina, South Dakota, Texas, and Virginia. McDonald Partners LLC is a registered investment advisor firm with offices in Cleveland, Ohio. The firm provides investment advisory services to individuals, businesses, charitable organizations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
05/09/2007 - Present
McDonald Partners LLC (CLEVELAND OH)
BOTH
Issued 05/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2009
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 02/10/2009
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/24/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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